Commercial Lines Account Executive

Job Description

About Acrisure:

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary:

Due to experience and technical knowledge, the Account Manager is responsible for handling higher level risk issues with direction from the Client Advisor. The AM is responsible for servicing new and existing clients that generate, on average, generally more than $2,500 in commission or as otherwise assigned. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing business accounts. Ensure accuracy of new and existing data input in the automation system and perform essential functions per guidelines, procedures, quality and service standards stated by the agency. Marketing activity is required in this position to meet sales, service, retention and quality standards. This position requires direct interaction with clients. Effective communication is a key component in this role. AM should demonstrate leadership amongst their peers and team members and be comfortable delegating work and developing Account Associates.

Responsibilities:

• Provides customer service to clients as assigned and requested.

• Works in partnership with and support of Client Advisor as they ascertain the client needs and set up account management strategy and/or focus plan for the account.

• Receive phone calls and office visitors requesting changes to existing coverage and/or new policies. Advise and assist clients by explaining coverage options/exclusions, making coverage recommendations, requesting policy changes, handling premium collections, and answering questions and concerns of the client. Responds to client service requests in a timely manner that will avoid potential E&O issues.

• Proactively informs Client Advisor of relevant changes and updates that materially affect overall client management strategy.

• Review aged receivables and manage notices of cancellation per agency procedures.

• Review aged receivables and manage notices of cancellation per agency procedures.

• In accordance with the client management strategy, regularly review current coverage, recommend changes in coverage or markets, and actively solicit increase in coverage or rounding out of account.

• Prepare proposals, schedules of insurance and recommendations for clients.

• Review with Client Advisors as needed and invoice all billed audits. Follow company direction and agency guidelines for disputed audits.

• Prepare quotes, proposals, applications, and supplemental forms for timely and complete submission to carriers for new or renewal accounts as directed by the Client Advisor.

• Competently and confidently discuss policy changes and coverage issues with underwriters while advocating on the client's behalf.

• Initiate renewal reviews with Client Advisor and re-markets as appropriate, to provide the client with the optimal solution in the coverage of their assets and the retention of the client. Prepares summaries of insurance and recommends coverages to avoid potential E&O issues.

• Process surplus lines agency bill renewals and remarket to an admitted carrier whenever possible.

• Review renewals to determine if non-standard policies can be rewritten in a standard market. Prepare rewrite applications.

• Remarketing of a renewal to provide best option(s) available to client in current market conditions.

• Receive, review, and manage cancellations and act to save accounts as appropriate. Determine necessary action and notify Client Advisor as necessary.

• Maintains client accounts on agency automation system, documents conversations, properly attaches documents in Agency Management System, sends confirmations to insured's and adheres to all other automation procedures that are or become established. Maintains follow-up and suspense system for outstanding orders and correspondence, follows-up on overdue and suspense items. Responds to carrier requests for additional information in a timely manner.

• In conjunction with Manager/Coordinator of Business Insurance, coach, and mentor team members in their professional development. Support and implement strategies to accomplish the agency mission and initiatives.

• All work is executed in a manner to avoid potential E&O issues. Immediately notifies management of any potential E&O issues.

Requirements:

• Licensed in P&C

• 3-5 years of relevant experience in commercial lines insurance

• Proficiency with the MS Office Suite

• Proficiency with Applied Epic preferred

Benefits and Perks:

• Competitive compensation

• Generous vacation policy, paid holidays, and paid sick time

• Medical Insurance, Dental Insurance, and Vision Insurance (employee-paid)

• Company-paid Short-Term and Long-Term Disability Insurance

• Company-paid Group Life insurance

• Company-paid Employee Assistance Program (EAP) and Calm App subscription

• Employee-paid Pet Insurance and optional supplemental insurance coverage

• Vested 401(k) with company match and financial wellness programs

• Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options

• Paid maternity leave, paid paternity leave, and fertility benefits

• Career growth and learning opportunities

• …and so much more!

Please note: This list is not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Offerings may vary based on subsidiary entity or geographic location.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

At Acrisure, we firmly believe that an inclusive workforce drives innovation, creativity, and ultimately, our collective success.

We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Acrisure also has a longstanding policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination.

Acrisure also provides reasonable accommodation to qualified individuals with disabilities or based on a sincerely held religious belief, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email leaves@acrisure.com.

California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

Welcome, your new opportunity awaits you.

Pay Details:

The base compensation range for this position is $60,000 - $110,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.